LSGR — NATIXIS LOOMIS FOCUSED GRWTH
As of Q2 2026, 8 SEC-registered investment managers reported holding LSGR (NATIXIS LOOMIS FOCUSED GRWTH) in their latest 13F filings, with a combined reported value of $42.40M across 1.01M shares. That is +29.7% by share count (+230.23K shares) versus the previous quarter, while reported value moved +38.7%. Ownership is concentrated: the five largest holders account for 99.6% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 5 opened new positions, 3 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 554.28K | $23.35M | 0.00% | Add |
| Bank of America Corp history | 315.46K | $13.29M | 0.00% | Add |
| PNC Financial Services history | 111.24K | $4.69M | 0.00% | Add |
| Citadel Advisors history | 14.77K | $622.39K | 0.00% | New |
| Goldman Sachs Group history | 6.33K | $266.73K | 0.00% | New |
| UBS Group AG history | 3.69K | $155.59K | 0.00% | New |
| JPMorgan Chase & Co history | 621 | $26.11K | 0.00% | New |
| Morgan Stanley history | 100 | $4.21K | 0.00% | New |
Q1 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 472.01K | $18.59M | 0.00% | Add |
| Bank of America Corp history | 198.21K | $7.81M | 0.00% | Add |
| PNC Financial Services history | 98.88K | $3.89M | 0.00% | Add |
| D. E. Shaw & Co history | 7.17K | $282.23K | 0.00% | New |
Q4 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 102.69K | $4.60M | 0.00% | Add |
| Wells Fargo & Co history | 90.55K | $4.05M | 0.00% | New |
| PNC Financial Services history | 61.66K | $2.76M | 0.00% | Add |
Q3 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| PNC Financial Services history | 34.71K | $1.54M | 0.00% | New |
| Marshall Wace history | 8.58K | $380.90K | 0.00% | New |
| Bank of America Corp history | 6.95K | $308.84K | 0.00% | New |
Q2 2024 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 8.25K | $280.21K | 0.00% | New |
Q4 2023 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 50 | $1.40K | 0.00% | New |
New Positions (Q2 2026)
- Citadel Advisors 14.77K sh · $622.39K
- Goldman Sachs Group 6.33K sh · $266.73K
- UBS Group AG 3.69K sh · $155.59K
- JPMorgan Chase & Co 621 sh · $26.11K
- Morgan Stanley 100 sh · $4.21K
Fully Exited (vs previous quarter)
- D. E. Shaw & Co sold 7.17K sh · $282.23K
Fund Position History — shares by quarter (top 10 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2024 | Q4 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Co | 554.28K | 472.01K | 90.55K | — | — | — | — |
| Bank of America Corp | 315.46K | 198.21K | 102.69K | 6.95K | — | — | — |
| PNC Financial Services | 111.24K | 98.88K | 61.66K | 34.71K | — | — | — |
| Citadel Advisors | 14.77K | — | — | — | 8.25K | — | 9.43K |
| Goldman Sachs Group | 6.33K | — | — | — | — | — | — |
| UBS Group AG | 3.69K | — | — | — | — | 50 | — |
| JPMorgan Chase & Co | 621 | — | — | — | — | — | — |
| Morgan Stanley | 100 | — | — | — | — | — | — |
| D. E. Shaw & Co | — | 7.17K | — | — | — | — | — |
| Marshall Wace | — | — | — | 8.58K | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details